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How to Manage Billing, Subscription, and Licenses for Customers

After successfully onboarding customers, it becomes crucial for partners to purchase licenses and storage space to effectively manage backups. Partner Owners and Partner Finance Administrators can add payment methods, upgrade storage space, and buy licenses for assigned customers.
Note: Partner Administrator cannot manage billing-related configurations.
You can go through the below guide to add payment methods, purchase licenses, and upgrade cloud storage for your customers.

Add Payment Method for Customers

You can add a payment method for quick payment while purchasing licenses and cloud storage.
Step 1: Log in to Zmanda Sentinel.
Step 2: To add a payment method for a specific customer, you must switch to their account from the left navigation panel.
Step 3: Expand Billing from the left navigation bar and click Billing Details.
Step 4: Click the Add button seen next to Payment Methods.
Step 5: Add your card details on the Add payment method form.
Note: If you wish to make it your primary payment method, tick the checkbox next to Make this my primary payment method.
Step 6: Once all the details are added, click Add.
The payment method will be added to Zmanda Sentinel for future use.

Purchase Licenses for Customers

Step 1: To purchase licenses for a specific customer, you must switch to their account from the left navigation panel.
Step 2: Click Products from the left side navigation bar.
Step 3: To add a license for a specific plan, click the three dots beside the desired plan and choose the Add license option.
Step 4: Add the number of licenses you want in the box next to Total licenses.
Step 5: Once done, click Buy now.
Follow the on-screen instructions to complete the payment.
Once the licenses are purchased, you can assign them to the users. For more help with licenses, please refer to our detailed guide.

Upgrade Cloud Storage Space for Customers

Step 1: To upgrade cloud storage space for a specific customer, you must switch to their account from the left navigation panel.
Step 2: Click Products from the left side navigation bar.
Step 3: Click Add plan.
Step 3. Within the Add plan interface, choose the cloud storage plan you desire to upgrade to and specify the number of licenses according to your needs.
Step 4. You can also choose the monthly or yearly option as per your requirement.
Step 5. Once all preferences are selected, click the Buy now button to proceed.
Step 6. Check the order summary and make changes if required. If you are satisfied with your order, click the Pay now button.
If you wish to change the payment method, click Select payment method and make the selections.
Follow the on-screen instructions to complete the payment. Once the payment process is finished, the selected cloud storage plan will be upgraded.
You can follow the above steps to purchase a new plan for your customer for the first time.